iFormBuilder Data

What's covered:

• What is CSV data?
• How do I upload CSV data to my form?
• CSV Upload Tips

Also, be sure to check out:

• How do I upload CSV data to a Subform? 

What is CSV data?

A CSV is a comma-separated values file which allows data to be saved in a table structured format. CSVs look like a garden-variety spreadsheet but with a .csv extension. Traditionally they take the form of a text file containing information separated by commas, hence the name. 

How do I upload CSV data to my form?

This feature allows Company or Server Admins to populate tables in iFormBuilder by uploading data using a CSV formatted file.

PLEASE NOTE: The header row of the CSV file must match the corresponding data column names in your iFormBuilder table. If you have option based elements, you will need to use the Key Value.

STEP 1. With your form loaded in the form builder, add four Text elements to your form. In this example, they will have the following data column names:

• first_name
• last_name
• occupation
• company

STEP 2. Create your CSV file using the data column names above as your row headers.

STEP 3. Populate your rows with the proper data and save your file as CSV in UTF-8 format.

STEP 4. From the admin portal, click the Data tab.

STEP 5. Click the Page ID of the form you'll be uploading CSV data to.

STEP 6. Click on Upload CSV Data.

STEP 7. Choose your file and select Go.

If uploaded correctly, you'll see the data populated.

CSV Upload Tips

• If you have a Date, Date-Time or Time element on the form, this field cannot be blank or the CSV upload will fail. If you do not need these fields pre-filled, you can take out the column in the file.
• When entering a Date into the CSV file, the format should be YYYY-MM-DD and Date-Time format should be YYYY-MM-DD HH:MM:SS
• Instead of creating the CSV headers from scratch, you can download the Excel Data Feed (XLS) of the form which will provide those headers.
• Multi-select fields need to include all of the key values for the options wrapped in double quotes.
  
  • EX:
     physician_present
    "physician_not_listed,physician_a,physician_b"
• Lookup Element fields need to have the following format: {"field": "value"}
  
  • If there are more than one displayed, the format would be:
    {"field": "value", "field2": "value"}
    
  • field is the name of the displayed column of the lookup element
  • value is the name of the value from the lookup table

PLEASE NOTE: Excel may re-format your data (ex. remove leading zeroes). Please make sure to save your file as CSV UTF-8 format or CSV Macintosh. Otherwise, we recommend using Google Sheets to import your data, edit, and download as Comma-separated values (.csv)